Ideas

We should be able to change the default candidate status from Research to something else. We often add candidates as we are reaching out to them so we end up changing the status with each candidate either added to CW or added to a search.

It would be great if we could flag companies as DNC by project. For some searches a company will be off limits to source from but that same company can be used in searches we do for other clients.

We need to have an option to chose FIRST NAME or NICKNAME in TEMPLATES.

I use pre-set email templates. When I add it to a list, I have to delete the "Hi %FNAME" each time. No need for that saluation which is not the one I would use any way.

As we use Deals for business development purposes, we do not quote a $ amount, but a % of annual salary. It would be helpful if in deal size we have an option to do % versus $

Currently in deals the task is listed but it doesn't tell you who the target person is that you are tasked to contact.

Hi! I would like to have an ability to share research criteria ratings with the client. Not only overall rating but also other points listed in the screenshot. Right now we copy paste everything from the screenshot and put it into the notes for th...

I keep closing the project tab by accident when viewing it in grid view and having the candidate panel open.

I would like to find out how we can select a field when we are pulling reports.First picture is the fields that we can see for a ProjectThe Second picture is the options we have for exporting a report to excel. Location is not one of the candidate...

User: heidi@jamesbeck.com If a location in a candidate record is marked preferred then it should only show the preferred option and not all of the locations in the card. I Toggled ON the Address and City + State toggles in Admin and it shows all ...